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Vanguard Small-Cap Value ETF shares owned by Financial Planning & Information Services

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Financial Planning & Information Services from 13F filings

Historical chart of Financial Planning & Information Services investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Financial Planning & Information Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Financial Planning & Information Services

Quarter filed Position value Share count Share price at filing
2023-09-30 $11M 72k 159.49
2023-06-30 $12M 73k 165.40
2023-03-31 $12M 73k 158.76
2022-12-31 $12M 74k 158.80
2022-09-30 $11M 74k 143.40
2022-06-30 $11M 73k 149.82
2022-03-31 $13M 73k 175.94
2021-12-31 $13M 71k 178.85
2021-09-30 $12M 72k 169.26
2021-06-30 $12M 72k 173.66
2021-03-31 $12M 75k 165.61
2020-12-31 $11M 77k 142.20
2020-09-30 $8.7M 79k 110.63
2020-06-30 $8.4M 79k 106.92
2020-03-31 $6.1M 69k 88.80
2019-12-31 $9.1M 67k 137.07
2019-09-30 $8.6M 67k 128.85
2019-06-30 $9.1M 70k 130.53
2019-03-31 $10M 78k 128.73
2018-12-31 $12M 105k 114.06
2018-09-30 $21M 153k 139.36
2018-06-30 $24M 179k 135.79
2018-03-31 $24M 185k 129.42
2017-12-31 $25M 191k 132.78
2017-09-30 $25M 193k 127.79
2017-06-30 $23M 189k 122.91
2017-03-31 $22M 179k 122.86
2016-12-31 $22M 181k 121.00
2016-09-30 $20M 184k 110.66
2016-06-30 $18M 175k 105.31
2016-03-31 $17M 166k 101.88
2015-12-31 $13M 136k 98.77
2015-09-30 $13M 129k 96.85
2015-06-30 $13M 123k 107.81
2015-03-31 $13M 118k 109.40
2014-12-31 $11M 113k 96.10
2014-09-30 $11M 109k 99.74
2014-06-30 $11M 108k 105.50
2014-03-31 $11M 107k 100.64
2013-12-31 $10M 106k 97.37

More positions owned by Financial Planning & Information Services

Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Growth Etf (VUG)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)

View all positions for Financial Planning & Information Services

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Pnc Financial Services
Rsm Us Wealth Management
Advisor Group Holdings
HighTower Advisors
Aspiriant
Hanson McClain Advisors
Tiaa Trust, National Association
Efficient Advisors

View all funds holding Vanguard Small-Cap Value ETF